SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $699,350 | -9.1% | 39,400 | 0.0% | 0.19% | -5.1% |
| Q2 2023 | $769,482 | +100093.0% | 39,400 | 0.0% | 0.20% | +22.5% |
| Q1 2023 | $768 | +1.1% | 39,400 | 0.0% | 0.16% | -2.4% |
| Q4 2022 | $760 | -99.9% | 39,400 | 0.0% | 0.16% | -1.2% |
| Q3 2022 | $736,000 | -11.4% | 39,400 | 0.0% | 0.17% | -8.8% |
| Q2 2022 | $831,000 | -8.6% | 39,400 | 0.0% | 0.18% | -1.1% |
| Q1 2022 | $909,000 | -28.8% | 39,400 | +62.8% | 0.18% | -25.2% |
| Q4 2021 | $1,276,000 | +15.5% | 24,200 | 0.0% | 0.25% | +14.4% |
| Q3 2021 | $1,105,000 | -0.3% | 24,200 | 0.0% | 0.22% | +7.0% |
| Q2 2021 | $1,108,000 | +11.5% | 24,200 | 0.0% | 0.20% | +2.0% |
| Q1 2021 | $994,000 | +8.2% | 24,200 | 0.0% | 0.20% | +3.7% |
| Q4 2020 | $919,000 | – | 24,200 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 471,405 | $14,260,000 | 4.34% |
| Whitnell & Co. | 250,711 | $7,584,000 | 3.48% |
| Vigilant Capital Management, LLC | 304,080 | $9,198,000 | 2.25% |
| Courage Miller Partners, LLC | 72,883 | $2,205,000 | 1.87% |
| Charles Schwab Investment Advisory, Inc. | 1,494,199 | $45,200,000 | 1.68% |
| Madden Advisory Services, Inc. | 51,672 | $1,563,000 | 1.17% |
| Bouchey Financial Group Ltd | 46,703 | $1,467,000 | 1.03% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 52,773 | $1,596,000 | 0.94% |
| Avior Wealth Management, LLC | 26,239 | $794,000 | 0.75% |
| Retirement Planning Group, LLC | 47,932 | $1,450,000 | 0.52% |